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Tid-bits
11/6 - Intel may have transformed itself into mainly a platforms company, but 73% of its revenue is still derived from "sales of microprocessors" (Quarterly Report).
Possibly one of the reasons for the chipset shortage last quarter is that Intel's chipsets are manufactured using an older and therefore larger process technology. The larger the process technology, the fewer the output of chips—or chipsets in this instance—per silicon wafer. According to Hector Ruiz, chief executive at AMD, "Chipsets are far less complex than microprocessors and don't require the most advanced processing technologies".